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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,725 | $58,275-66.2% | $81,844-75.9% | $80,935-75.6% |
| Participation rate | 64.3% | 63.5%+0.8pp | 72.4%-8.1pp | 67.7%-3.4pp |
| Annual return | 8.41% | 41.82%-33.4pp | 778.87%-770.5pp | 35.66%-27.2pp |
| Employer contribution / active EE | $4,291 | $2,346+82.9% | $2,916+47.1% | $2,757+55.7% |
| Participant deferral / active EE | $2,042 | $3,285-37.9% | $4,323-52.8% | $4,299-52.5% |
| Admin fee / account holder | $611 | $4,749-87.1% | $7,355-91.7% | $6,924-91.2% |